Add Variables to document template | Feature requests

Add Variables to document template

complete

Edoardo Cabodi

There are many variables that miss, like: Fiscal code, release date of ID, town of birth and a the "today's date" (the date when the document is filled)

April 4, 2022

Amy Campbell

It would be good if it had a tick box for complete: For example: If you have completed this tick box here

Jairo Moreno

marked this post as

complete

Jairo Moreno

Hi! I'm Jairo Moreno, Product Manager of the Core Documents team.
Custom fields in Factorial cover information needs not covered by the default information fields.
Now, the Contract Custom Fields and Employee Profile Custom Fields are available as Document templates variables to build whatever document our clients need.
Clients can use whatever piece of information they need to build and distribute documents using templates.

Amy Campbell

It should have 'Sending Managers job title', so this can go under their name as the signature.

Ximena Rivera

To be able to add variables especific for the mexican market! (RFC, CURP)

Jairo Moreno

marked this post as

in progress

Gabriel Betancourt

Merged in a post:

More Variables in the Documents Template module

Mariana Isabel Miranda Oliveira

We need to be able to add custom field variables in document templates to ensure legal employment contracts are created. The variables available so far are not enough to create a contract templates.

May 31, 2022

Gabriel Betancourt

Merged in a post:

Add city of birth variable in document template

Claire Bravard

For official documents, clients need to add city of birth in their documents and adding this variable would be very helpful.

May 31, 2022

Gabriel Betancourt

Merged in a post:

Add the "today's date" in the list of variables (DOCUMENT TEMPLATES)

Lisa Bilman

May 23, 2022

Gabriel Betancourt

marked this post as

under review

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